Give Us A Call
(02)40445076
45 Hunter Street Newcastle
93 Lawes Street East Maitland
8am - 5pm
Monday - Friday

NEWCASTLE & MAITLAND

Expert Financial & Investment Consulting

Financial Planning, Investment Advice, Insurance and Wealth Creation to businesses, families, and individuals in the Newcastle and Maitland areas.

financial planning firm

BOTTRELL WEALTH

Bottrell Wealth Pty Ltd is a professional financial planning firm that provides a variety of services, including Financial Planning services, Investment Advice, Insurance and Wealth Creation to businesses, families, and individuals in the Newcastle and Maitland areas.

With a focus on understanding our clients’ unique needs and aspirations, our team of experienced advisors works tirelessly to provide customised financial solutions that align with their long-term objectives. Whether you’re looking to plan for retirement, protect your assets, or grow your wealth, Bottrell Wealth is committed to delivering exceptional service and helping you build a secure financial future.

Our Newcastle & Maitland advisors are Qualified Financial Accountants, Tax Agents & Chartered Accountants with extensive experience advising individuals, families to business owners.

We are also SMSF Experts (Self Managed Super Funds).

newcastle financial planning. newcastle investment advice

delivering quality advice

FINANCIAL PLANNING & RISK PROTECTION

At Bottrell Wealth, we understand the dynamic financial landscape of the Newcastle, Maitland and Hunter region. Our team of expert financial planners in Newcastle & Maitland is dedicated to providing you with comprehensive and tailored financial planning services to help you achieve your financial goals.

As an individual, family or a business owner, you face unique challenges and opportunities. Our experienced financial advisors are here to be your trusted partner, offering proactive guidance to navigate these challenges and capitalise on opportunities. Whether you’re planning for personal insurances, superannuation, retirement, managing your investments, or looking to grow your wealth, Bottrell Wealth is here to help you every step of the way.

Newcastle Financial Advisors – 45 Hunter St, Newcastle, NSW.

Maitland Financial Advisors – 93 Lawes St, East Maitland, NSW.

Risk Management & Assurance

You never know when something unexpected can happen. It is important to protect yourself and/or your business, to ensure minimal damage is done. Find out how we can help. Bottrell's provide Personal Insurance advice for Life, TPD, Income Protection & Trauma.

FINANCIAL PLANNING

We can assist you with financial planning. We focus upon key sectors of financial planning, including retirement planning, superannuation and wealth creation, and investment advisory.
- Individuals
- Families
- Business owners

Tax Effective Strategies

Having a financial plan that has proven tax strategies in place not only ensures your future accomplishments, but puts in place a structure that positively affects all aspects of your assets.
Bottrell's are Registered Tax Agents.

Located in Newcastle & Maitland

GET INSURANCE ON YOUR SIDE

Whether for personal, family or business, having the correct insurance is vital. Make sure your covered.

Life Insurance

The term Life insurance covers the definition of a substitute for an individual’s income if they are to die. Relieve your family with their peace of mind. Protection for your Family!

INCOME PROTECTION

If you are suddenly unable to work, either via sickness or an accident, Income Protection Insurance is an alternate source of cash flow. Find out your options today.
Income Protection for Individuals, PAYG Earners, Self Employed & Business Owners.

KEY PERSON PROTECTION

Regardless of the scale of a business, every company has crucial figures that keep your cash flow coming in. Imagine if they left? Get insurance on your side.
Business Key Person Insurance for Self Employed, Business Owners & Corporations.

Financial Planning Maitland

Welcome to Bottrell Wealth, your trusted partner for expert financial advice and wealth management solutions in Maitland. Our team of experienced financial planners is dedicated to helping you achieve your financial goals and secure your financial future.

As a leading financial planning firm in Maitland, Bottrell Wealth offers a wide range of services tailored to meet your unique needs. From retirement planning and investment advice to insurance solutions and wealth creation strategies, we are here to help you every step of the way.

At Bottrell Wealth, we understand the importance of personalised service and attention to detail. That’s why our team takes the time to understand your individual circumstances and goals, so we can provide you with the best possible advice and recommendations.

Whether you’re planning for retirement, saving for your children’s education, or looking to grow your wealth, Bottrell Wealth is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future. 

Bottrell Wealth are proud to be your local Maitland Financial Planners!

Maitland Financial Planners & Advisors:

Office: 93 Lawes St, East Maitland, NSW, 2323 (East Maitland CBD)

Phone: (02) 40187514

Maitland Email – office@bottrellwealth.com.au

Financial Planning Newcastle

Discover comprehensive financial planning services at Bottrell Wealth in Newcastle. Our seasoned financial advisors offer a range of specialised services, including retirement planning, investment advice, insurance solutions, and wealth creation strategies.

At Bottrell Wealth, we understand the intricacies of financial planning in the dynamic Newcastle market. Our Newcastle financial advisors provide personalised service, taking the time to understand your unique financial goals and circumstances. Whether you’re an individual seeking to grow your wealth or a business looking for strategic financial planning, our team is dedicated to helping you navigate the complexities of financial management.

With a focus on proactive guidance and tailored solutions, Bottrell Wealth is committed to helping you achieve your financial objectives. Contact us today to schedule a consultation and start planning for a secure financial future in Newcastle.

Bottrell Wealth & Advisors are your local Financial Planners in Newcastle.

Newcastle Financial Planners & Advisors:

Office: 45 Hunter St, Newcastle, NSW, 2300 (Newcastle CBD)

Phone: 02 40445076

Newcastle Email – office@bottrellwealth.com.au

organise your income

Number One in Investment Advice

Whether you are looking for financial security, wishing to invest in shares, work toward a steady stream of income, or are planning for retirement – Bottrell Wealth can assist! Bottrell Wealth are proud to be part of the Newcastle & Maitland communities. Your local Financial Advisors!

Over 20 Years Experience with Businesses

Extensive Experience

Bottrell Wealth has a reputation for delivering quality advice, maintaining strong relationships and offering innovative approaches to make your money work for you. We provide a full range of Financial Planning services, including Investment Advice, Insurance and Wealth Creation, allowing our clients to achieve their business and personal goals.

 

Over 20 Years Experience with Businesses

Extensive Experience

Bottrell Wealth has a reputation for delivering quality advice, maintaining strong relationships and offering innovative approaches to make your money work for you. We provide a full range of Financial Planning services, including Investment Advice, Insurance and Wealth Creation, allowing our clients to achieve their business and personal goals.

How to Contact Us

Bottrell Wealth Pty Ltd based in Newcastle & Maitland. Our Team of advisors are Qualified & Licenced Financial Advisors. 


Financial Planning Offices in: Newcastle – Maitland – Gosford 


Our Financial Planning Services – Wealth Advice – Superannuation Advice – SMSF Advice – Investment Planning – Wealth Creation – Retirement Planning – Personal Insurance – Estate Planning – Budgets – Cashflow Management – Debt Management – SMSF Accountants – SMSF Setup 

Newcastle

02 40445076
office@bottrellwealth.com.au
45 Hunter St, Newcastle, NSW 2300

East Maitland

(02) 40187514
office@bottrellwealth.com.au
93 Lawes St, East Maitland, NSW 2320

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